What Makes Us Different?

Our ADvisors

Our Advisors

At Mariner Wealth Advisors, our advisors have one responsibility...their clients and putting them first. They are able to do that because:

  • Separation of duties: Our advisors' sole responsibility is to serve clients rather than develop their own business
  • We limit the number of clients working with each wealth team, creating a stronger, more intimate relationship between advisor and client
  • Our advisors are a team of wealth management professionals who are passionate about helping clients pursue what is most important to them
  • They are also credentialed and partake in ongoing, extensive training
  • Our wealth teams insulate clients from unseen problems
  • We are a privately-owned organization: Best interest of the client always comes first; shareholders last
  • We don't require a minimum amount of assets under advisement to work with us
The Client Experience

The Client Experience

Our client experience is based on building a relationship of trust with you and your family. The more we understand your unique situation and goals, the deeper our level of advice. Our wealth teams take clients through a five-step process. The process helps:

  • Discover what is most important to you
  • Organize your entire financial life
  • Set goals
Our Resources

Our Resources

As an advocate, we provide peace of mind by insulating you against issues others haven't considered. We believe the best advice is centered around anticipating and solving problems, such as current and future exposure to financial risks. Our team of experts will help you identify these risks and then devise a plan to help anticipate and protect you against contingencies. Our resources include:

  • Business valuation services
  • Tax & family office services
  • Risk management services
  • A dedicated team of investment professionals to support advisors
  • Estate planning & trust services
Give Back

Give Back

Mariner is built on the foundation of giving and a commitment to the communities where we live and work. We created the Mariner Foundation, an employee-based charitable giving foundation with a purpose of supporting underprivileged children and their families. Since the company's inception, we have donated more than $3.5 million to charity.